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BlackRock ETF Trust II iShares AAA CLO Active ETF

124 hedge funds and large institutions have $542M invested in BlackRock ETF Trust II iShares AAA CLO Active ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 17

210% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 10

30% more capital invested

Capital invested by funds: $417M → $542M (+$125M)

20% more funds holding

Funds holding: 103124 (+21)

5.88% more ownership

Funds ownership: 53.14%59.02% (+5.9%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
124
Holders Change
+21
Holders Change %
+20.39%
% of All Funds
1.63%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
31
Increased
67
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$5.42M +$1.65M +31,941 +44%
PAG
27
Private Advisor Group
New Jersey
$4.35M +$668K +12,928 +18%
Envestnet Portfolio Solutions
28
Envestnet Portfolio Solutions
Illinois
$4.33M +$2.49M +48,125 +136%
Citadel Advisors
29
Citadel Advisors
Florida
$3.88M +$848K +16,412 +28%
MAM
30
Mainsail Asset Management
Alabama
$3.48M +$1.04M +20,053 +43%
AAM
31
Aureus Asset Management
Massachusetts
$3.45M +$277K +5,366 +9%
SFB
32
STAR Financial Bank
Indiana
$3.24M +$2.11M +40,769 +188%
OC
33
Oppenheimer & Co
New York
$3.14M +$254K +4,910 +9%
Osaic Holdings
34
Osaic Holdings
Arizona
$2.57M +$203K +3,937 +9%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$2.53M +$2.14M +41,376 +558%
TC
36
Toews Corporation
New Jersey
$2.5M +$31K +600 +1%
PCM
37
Parsons Capital Management
Rhode Island
$2.43M -$262K -5,079 -10%
Raymond James Financial
38
Raymond James Financial
Florida
$2.34M +$1.05M +20,243 +82%
PIWA
39
Prevail Innovative Wealth Advisors
Kansas
$2.05M +$2.04M +39,565 New
Truist Financial
40
Truist Financial
North Carolina
$1.96M -$445K -8,609 -19%
HCA
41
Heck Capital Advisors
Wisconsin
$1.76M +$38.4K +743 +2%
PAS
42
Park Avenue Securities
New York
$1.72M +$846K +16,374 +98%
BIG
43
Brookwood Investment Group
Arizona
$1.7M +$120K +2,322 +8%
CSP
44
Cary Street Partners
Virginia
$1.61M
JC
45
JB Capital
Connecticut
$1.52M +$872K +16,882 +136%
TCM
46
Triumph Capital Management
Colorado
$1.45M +$28.8K +557 +2%
IA
47
IFP Advisors
Florida
$1.43M -$36.8K -712 -3%
CWA
48
Centennial Wealth Advisory
Michigan
$1.35M +$325K +6,292 +32%
NA
49
NewEdge Advisors
Louisiana
$1.31M -$379K -7,341 -23%
CCM
50
Cox Capital Management
Massachusetts
$1.29M +$978K +18,940 +322%

CLOA Hedge Fund Activity: Q2 2025 in Review

124 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) for Q2 2025, worth a combined $542M — up 30% from $417M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CLOA positions and 10 closed out — a net gain of 21 holders — while 67 added to existing stakes and 17 trimmed.

The largest buyer was Inspirion Wealth Advisors, opening a new position worth an estimated $22.5M. The largest seller was WJ Wealth Management, exiting entirely with an estimated $19.9M sold.

  • 124 institutional investors held BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) as of Q2 2025, up from 103 in Q1 2025.
  • Funds reported $542M of BlackRock ETF Trust II iShares AAA CLO Active ETF stock for Q2 2025, up 30% quarter-over-quarter.
  • 31 funds opened new BlackRock ETF Trust II iShares AAA CLO Active ETF positions in Q2 2025 and 10 closed out, a net change of +21 holders.
  • The largest BlackRock ETF Trust II iShares AAA CLO Active ETF buyer in Q2 2025 was Inspirion Wealth Advisors, an estimated $22.5M added.
  • The largest BlackRock ETF Trust II iShares AAA CLO Active ETF seller in Q2 2025 was WJ Wealth Management, an estimated $19.9M sold.

Based on aggregated 13F filings for Q2 2025.